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Householder Group Estate & Retirement Specialist’s Boeing BA Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$104K Sell
588
-2,212
-79% -$347K 0.08% 146
2024
Q3 		$425K Sell
2,800
-256
-8% -$43.9K 0.12% 154
2024
Q2 		$556K Buy
3,056
+329
+12% +$58.6K 0.16% 126
2024
Q1 		$526K Buy
2,727
+1,120
+70% +$230K 0.16% 131
2023
Q4 		$418K Sell
1,607
-22
-1% -$4.71K 0.14% 140
2023
Q3 		$312K Buy
+1,629
New +$356K 0.11% 158
2023
Q1 		$291K Buy
1,371
+309
+29% +$64.2K 0.11% 167
2022
Q4 		$202K Hold
1,062
– – 0.3% 47
2022
Q3 		$128K Buy
+1,062
New +$163K 0.05% 226

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Boeing (BA) stake by 79% in Q4 2024, selling an estimated $347K and leaving 588 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #146.

Householder Group Estate & Retirement Specialist first reported a position in BA in Q3 2022 and has held it in 9 quarters since. The position peaked at $556K in Q2 2024. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 588 shares of Boeing worth $104K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 2,212 Boeing shares in Q4 2024, an estimated $347K.
  • Boeing made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #146 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Boeing in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Boeing position peaked at $556K in Q2 2024.
  • 2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.